Portfolio Trading, Sector Focus, and Ratings Pressure

In this episode of Cloud 9fin, our global head of CLOs, Tanvi Gupta, returns for her ongoing series, Tranche Talk. This time, she’s joined by Oak Hill Advisors’ portfolio manager Tommy Wong.

They dive into the forces shaping today’s CLO market — including macroeconomic drivers, asset allocation strategies, credit selection in a low-arb environment, as well as the effects of M&A on loan supply.

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